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This Won't End Well
With the S&P 500 now in positive territory for the year and the mainstream media back in normal cheerleading mode, it is worth noting that 1) "Most shorted" stocks have outperformed the broad market this year, 2) the last 3 weeks have seen the biggest short squeeze in almost 4 years, and 3) Hedge funds are now at a record high 57% net long. We suspect, given the looming Humphrey-Hawkins and March FOMC and the short-term 'gap' between the market and fun-durr-mentals, volatility will be on the rise again.
The "Most Shorted" stocks outperformed the broad market in 2015 so far...
Amid the biggest short squeeze since 2011...
Hedge funds have never been more net long the market...
Short positions shed light on the “other side” of fund portfolios
We combined $1.5 trillion of single-stock and ETF long holdings in 13-F filings of 854 hedge funds with our estimate of hedge fund short positions. We estimate hedge funds accounted for 85%, or $627 billion, of the $738 billion in single-stock, ETF and market index short interest positions filed with exchanges as of December 31, 2014.
Our analysis suggests that hedge funds operate 57% net long (net/long), a new record.
And the yawning chasm between markets and macro and micro is daunting to all but the most 'ignorant'...
This won't end well.
Charts: Goldman Sachs and Bloomberg
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This won't end well.
Charts: Goldman Sachs and Bloomberg
Nuff said: Who am I to argue with that notion?
Becky Quicky and Joe Kernen said its never been better for stocks and our economy
Becky Quick fluffs Warren Buffet for another surge in the stock market.
Warren Buffett (1962) talks about a brief stock market drop <---- Oops
With good news like this Obutwipe can spend more time out on the golf course knowing all is well in America once again.
Hedgies will liquidate those longs faster than you can say "Mr. Tepper, our broker's margin desk is holding on line 2."
Quick, is that Becky's real name or nickname?
I dream of Becky in my bedroom!
Becky Quicky whould suck her daddy's dick for a dollar.....and Joe would do clean up
"This won't end well". That's why it won't end.
Exactly. Not until the Bankster turn on each other.
just sharing: New aggregator site I just found that pretty much includes all kick ass sites (like ZH) all in one as well as video blog/podcast links. Very cool...just in case any of you all hadn't found it yet. I have no affiliation or anything like that...just think it includes essential informational sites for all our interests and purposes.
http://thelibertymill.com/
Didn't look at link. Thank you, however.. this is my home
It uses that black background with blue text. Its too hard to read after a short while.
Some kid with young eyes must have made the site, so it does not affect him.
You will notice sites that go after an older, more knowledgable and wealthier crowd usually go black and white text.
Tell me about it. Cataracts make online reading tougher than hell. Colored text and colored backgrounds damned near appear blank.
Radiation from smart meters, cell phones etc. promote them.
I'm a 1 & have found 300K units beta carotene helps. Floaters diminishing too. Stumbled on to it by listening to Dr. Joel Wallach. He's the berries.
Sister site run by same nice guy. Sean. Get much a day or two b4 ZH.
http://sgtreport.com/
When did you fall off the turnip truck Hoss? The lIberty Mill's been around for a few years. But thanks for the heads up.
According to CNBC, the Greece deal was sealed on Friday. How will you explain this on Monday? Tomorrow?
What deal was that?
The deal where Greeks, and Germans, get fucked in the ass... telling that Greek is involved
So is this a mutual fudge packing, or is ole Obuttfuck always on top?
Four months to remove Greek money to avoid a 7.4 pre-euro loan extension release to agree with new ECB bargaining terms. We call that extortion in the United States of America. If that Kenyan nigger in the White House takes credit, tell him to fuck off and live in his brothers prior hut. He is lying again.
.
According to CNBC, the Greece deal was sealed on Friday. How will you explain this on Monday? Tomorrow?
The announced 'deal' only pumped the Dow up by 150, so go back to the old formula that works:
Announce that there may, in fact, not be a deal.
Markets will ignore the news.
Release rumors that they have a deal.
Makets go up.
Greece denies rumor.
Markets ignore.
Announce deal has been struck, all parties to sign.
Markets soar.
Just stick it to the dopes who actually pay taxes.
It's all good.
WWIII before the economy crashes
Economy crashes before WWIII
Magic Markets and Flying Pigs... https://www.youtube.com/watch?v=2Okd3Oyii7E
https://www.youtube.com/watch?v=3TSz30Nj2n4
This was always a haunting line by Waters
"And now the weather. Tomorrow will be cloudy with scattered showers
Spreading from the east with an expected high of 4000 degrees
Celsius"
The progressive liberal federal reserve will never let the market crash under their dear leader.
Peter Schiff pretty much nailed it... paraphrasing: the liberals are going to use the economy crashing as the perfect excuse to regain Congress
The dems handed that election to the republican for the reason of hiding bhinnd the crash and blaming them for not handing us peasants more stimulas because the presidents economy is breaking out why stop it now
Not to worry, the Full Re(publi)tards will be there to make sure they do their part.
I see Debbie Downer is hard at work, either that or someone prefers the color red over the color green.
Those hedge fund managers are idiots. They should use it all to BTFD.
Bugs Bunny's square dance in 'Hillbilly Hare'
http://www.youtube.com/watch?v=QYE2kfveYIo (2:49)
Elmer Fudd will blast his gun into rabbithole. Central Planners can’t have leaks immerse.
end? there is no market and "it" will never end
Earnings smearnings. Too much emphasis is made on a company's profitability
Please come up with a new catchphrase. "This won't end well" has been repeated so often that it's become an embarrassment to the nutjob community.
The Federal Reserve is not just looking at inflation. Here is what was hidden in the last press release.'
http://michaelekelley.com/2015/02/20/fed-warns-of-two-bubbles/
Here is how to prepare for the worst.
http://michaelekelley.com/2014/10/16/8-things-to-do-when-recession-happens/
Thanks
Monday morning back to the Bartiromo Bullshit campaign. uggh,
I've asked this question before, but never seem to get a response. Does anyone here know what that "US Macro" chart is? There is no source for the data. It is an impressive chart, falling away to the bottom right of the chart, which is clearly supportive of a bearish view.... Thanks.